CPW
HEP

Catalyst Private Wealth’s Holly Energy Partners, L.P. HEP Stock Holding History

Catalyst Private Wealth’s Portfolio HEP Stock Details HEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,558
Closed -$19K – 303
2020
Q3 		$19K Buy
+1,558
New +$21.6K 0.02% 173

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Catalyst Private Wealth's HEP Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Holly Energy Partners, L.P. (HEP) in Q4 2020, closing a stake of 1,558 shares — an estimated $19K sold.

Catalyst Private Wealth first reported a position in HEP in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 103 funds tracked by Wall St. Rank hold HEP as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Holly Energy Partners, L.P. position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 1,558 Holly Energy Partners, L.P. shares in Q4 2020, an estimated $19K.
  • Catalyst Private Wealth first reported a position in Holly Energy Partners, L.P. in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Holly Energy Partners, L.P. position peaked at $19K in Q3 2020.
  • 103 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.